diff --git a/accounting/others/reporting/customize.rst b/accounting/others/reporting/customize.rst index 3437b59ce..94b8c18cc 100644 --- a/accounting/others/reporting/customize.rst +++ b/accounting/others/reporting/customize.rst @@ -1,25 +1,25 @@ ========================================================== -How to create a customized reports with your own formulas? +How to create customized reports with your own formulas? ========================================================== Overview ======== Odoo 9 comes with a powerful and easy-to-use reporting framework. -Creating new reports (such as a tax report or a balance sheet for a +Creating new reports (such as tax report or balance sheet for a specific country) to suit your needs is now easier than ever. -Activate the developer mode +Activate developer mode =========================== -In order to have access to the financial report creation interface, the -**developer mode** needs to be activated. To do that, first click the -**?** at the top right, then **About**. +In order to have access to the financial report creation interface, +**developer mode** needs to be activated. To do that, first click +**?** at top right, then **About**. .. image:: media/customize01.png :align: center -Click on : **Activate the developer mode**. +Click on: **Activate the developer mode**. .. image:: media/customize03.png :align: center @@ -38,61 +38,61 @@ configured: - **Show Credit and Debit Columns** -- **Analysis Period** : +- **Analysis Period**: - - Based on date ranges (eg Profit and Loss) + - Based on date ranges (e.g. Profit and Loss) - - Based on a single date (eg Balance Sheet) + - Based on a single date (e.g. Balance Sheet) - Based on date ranges with 'older' and 'total' columns and last 3 - months (eg. Aged Partner Balances) + months (e.g. Aged Partner Balance) - - Bases on date ranges and cash basis method (eg Cash Flow + - Based on date ranges and cash basis method (e.g. Cash Flow Statement) Add lines in your custom reports ================================= After you've created the report, you need to fill it with lines. They -all need a **name**, a **code** (that is used to refer to the line), a -**sequence number** and a **level** (Used for the line rendering). +all need a **name**, a **code** (it is used to refer to the line), a +**sequence number** and a **level** (used for line rendering). .. image:: media/customize04.png :align: center -In the **formulas** field you can add one or more formulas to assign a -value to the balance column (and debit and credit column if applicable – -separated by ;) +In **formulas** field you can add one or more formulas to assign a +value to the balance column (and debit and credit columns if applicable – +separated by ';') You have several objects available in the formula : -- ``Ndays`` : The number of days in the selected period (for reports with a - date range). +- ``Ndays``: Number of days in selected period (for reports with + date range) - Another report, referenced by its code. Use ``.balance`` to get its - balance value (also available are ``.credit``, ``.debit`` and + balance value (also available ``.credit``, ``.debit`` and ``.amount_residual``) A line can also be based on the sum of account move lines on a selected -domain. In which case you need to fill the domain field with an Odoo +domain. In which case you need to fill that domain field with an Odoo domain on the account move line object. Then an extra object is -available in the formulas field, namely ``sum``, the sum of the account -move lines in the domain. You can also use the group by field to group -the account move lines by one of their columns. +available in formulas field, namely ``sum``, the sum of the account +move lines in the domain. You can also use group by field to group +the account move lines with one of their columns. -Other useful fields : +Other useful fields: -- **Type** : Type of the result of the formula. +- **Type**: Type of the formula result. -- **Is growth good when positive** : Used when computing the comparison +- **Is growth good when positive**: Used when computing the comparison column. Check if growth is good (displayed in green) or not. -- **Special date changer** : If a specific line in a report should not use +- **Special date changer**: If a specific line in a report should not use the same dates as the rest of the report. -- **Show domain** : How the domain of a line is displayed. Can be foldable - (``default``, hidden at the start but can be unfolded), ``always`` +- **Show domain**: How the domain of a line is displayed. Can be foldable + (``default`` hidden at the start but can be unfolded), ``always`` (always displayed) or ``never`` (never shown). .. seealso:: - * :doc:`main_reports` \ No newline at end of file + * :doc:`main_reports`